SENIOR FINANCIAL PLANNER: Fiduciary Trust

Team: Financial Planning

Role: Senior Financial Planner

Reports to: Director of Financial Planning

PRIMARY RESPONSIBILITIES

  • Deliver customized financial plans to clients.
  • Collaborate with Financial Planners on plan design and presentation.
  • Collaborate with Director of Financial Planning to ensure consistent client experience.
  • Review financial plans prepared by Financial Planners.
  • Prepare financial plans as appropriate, including in-depth analysis of client goals and designing scenarios for presentation.
  • Respond to inquiries from internal colleagues.
  • Assist in the training of internal colleagues on financial planning topics.
  • Participate in the ongoing evaluation of external software and updating of internal tools.
  • Participate in prospect client meetings as requested (either in person or by providing materials).
  • Author thought leadership for client distribution.
  • Stay up-to-date on current thinking regarding planning topics.

REQUIRED SKILLS AND QUALIFICATIONS

  • Extensive experience (i.e., 5 years or more) providing financial planning advice to affluent clients with complex financial profiles.
  • Bachelor’s degree required with strong academic credentials.
  • CFP designation or CPA required. JD, MBA or other advanced credential a plus.
  • Deep understanding of goals based planning along with all facets of planning (retirement, tax, education, insurance, estate, philanthropy).
  • Demonstrated ability in managing work flow.
  • Proficiency in MoneyGuidePro, eMoney, Excel, NumberCruncher, Visio, and/or other financial planning related software.
  • Superior attention to detail and commitment to quality.
  • Excellent analytical, quantitative, organizational/management, and communication (oral and written) skills.
  • Strong interpersonal skills. Energetic and collaborative working style. Enthusiasm for delivering client-centric, tailored financial plans with ability to “read” clients to optimize communication. Proven listener.
  • Positive attitude. Flexible thinker.

 

If interested, please contact Jody King at jking@fiduciary-trust.com